SheetRocks Solution Overview

What is SheetRocks?

SheetRocks is a native spreadsheet application that powers spreadsheet-in-the-loop workflows for enterprise organizations. It brings the familiar power and flexibility of spreadsheet applications directly into cloud platforms, eliminating the friction and security risks associated with traditional Excel-based workflows.

Core Value Proposition

SheetRocks addresses three critical challenges facing enterprise organizations:

1. Enhanced Security

The Problem with Traditional Spreadsheets:

  • Sensitive data scattered across hundreds of Excel files
  • Files stored on local laptops and unmanaged drives
  • Email attachments with confidential information
  • Difficulty enforcing data governance policies
  • No audit trail of who accessed or modified data

The SheetRocks Solution:

  • All data remains within your platform boundaries
  • No data exported to external systems or third-party services
  • Leverages enterprise-grade platform security infrastructure
  • Comprehensive audit trails through platform logging
  • Centralized access control through platform permissions

2. Workflow Reproducibility

The Problem with Traditional Spreadsheets:

  • Inconsistent processes across teams and individuals
  • Difficult to standardize and maintain workflows
  • Prone to formula errors and manual mistakes
  • Hard to onboard new team members
  • Lack version control and best practices

The SheetRocks Solution:

  • Templates that canonicalize implementation of key workflows
  • One-click launch from platform record pages
  • Standardized processes across your entire organization
  • Easy to share and maintain best practices
  • Version control through platform infrastructure

3. Streamlined Processes

The Problem with Traditional Workflows:

  • Time-consuming data exports from platforms to Excel
  • Manual copy-paste between systems
  • Hours spent preparing spreadsheets for analysis
  • Risk of data staleness and errors
  • No real-time collaboration

The SheetRocks Solution:

  • Instant launch from any record - no manual exports
  • Linked sheets with bidirectional syncing to platform data
  • Real-time collaboration with team members
  • Always up-to-date with platform data
  • Save hours on every workflow

Architecture

SheetRocks is built as a native application within cloud platforms, ensuring:

  • Zero External Dependencies - All code runs within the platform
  • No Third-Party API Calls - Complete data isolation
  • Native Security Model - Leverages platform permissions and sharing
  • Real-time Performance - Optimized for cloud execution

Technology Stack

SheetRocks adapts to each platform's native technologies:

  • Frontend: Modern component frameworks (Lightning Web Components for Salesforce, React for WordPress-based platforms, etc.)
  • Backend: Platform-native server-side code (Apex for Salesforce, PHP for WordPress/WooCommerce)
  • Formula Engine: Custom calculation engine with 150+ functions
  • Data Storage: Platform-native objects and databases

Key Features

Comprehensive Formula Support

SheetRocks includes 150+ spreadsheet functions across multiple categories:

  • Math & Statistical: SUM, AVERAGE, MEDIAN, STDEV, etc.
  • Financial: NPV, IRR, PMT, FV, PV, etc.
  • Text: CONCATENATE, LEFT, RIGHT, MID, FIND, etc.
  • Date/Time: TODAY, NOW, DATE, YEAR, MONTH, etc.
  • Logical: IF, AND, OR, NOT, IFS, SWITCH, etc.
  • Lookup: VLOOKUP, HLOOKUP, INDEX, MATCH, FILTER, etc.
  • Array: SORT, UNIQUE, TRANSPOSE, MAP, REDUCE, etc.

Advanced Capabilities

COL Syntax - Reference entire columns for dynamic operations:

=FILTER(A:F, COL[D] = "Active")

Lambda Functions - Powerful data transformations:

=MAP(A1:A10, COL[1] * 2)
=SUMIF(E:E, COL[D] = "Paid")

ONCE and ONCHANGE - Control recalculation:

=ONCE(NOW())  # Evaluates only once
=ONCHANGE(RAND(), A1)  # Recalculates when A1 changes

TAGS Function - Convert tables to interactive JSON:

=TAGS(A1:C3)  # Creates interactive tag pills from table data

Linked Sheets

Linked sheets provide bidirectional syncing with platform data:

  • On-demand sync - Refresh data when needed
  • Two-way updates - Push changes back to the platform
  • Relationship support - Navigate related records
  • Query builder - Select fields and apply filters

Templates and Sharing

Create reusable templates for common workflows:

  • Private workbooks - Save work for personal use
  • Team templates - Share standardized workflows organization-wide
  • One-click launch - Start from templates or platform records
  • Version control - Track changes and updates

Use Cases

Financial Analysis

  • Budget planning and forecasting
  • Variance analysis
  • Cash flow projections
  • Financial modeling

Sales Operations

  • Pipeline analysis
  • Commission calculations
  • Territory planning
  • Quota management

Data Analysis

  • Ad-hoc reporting
  • Data exploration
  • Trend analysis
  • What-if scenarios

Workflow Automation

  • Approval processes
  • Data validation
  • Bulk operations
  • Complex calculations

Platform Integrations

SheetRocks integrates deeply with multiple platforms:

Salesforce

  • Lightning Web Components
  • Native Salesforce objects for storage
  • Apex controllers for server-side logic
  • Lightning App Builder for page layouts
  • Salesforce sharing and permissions

WordPress & WooCommerce

  • Native WordPress plugin architecture
  • WooCommerce REST API integration
  • WordPress roles and capabilities
  • Direct database integration for performance

Additional Platforms

SheetRocks is available or coming soon to:

  • Shopify
  • Gravity Forms
  • HubSpot
  • ServiceNow
  • And more

Security Model

SheetRocks implements a comprehensive security model:

Data Isolation

  • All data stored in platform-native databases
  • No external API calls or third-party services
  • Complete data sovereignty within your platform

Access Control

  • Three sharing modes: Ephemeral, Saved (private), Templates (shared)
  • Leverages platform permissions and roles
  • Object-level and field-level security
  • Row-level sharing rules

Audit and Compliance

  • Full audit trail through platform logging
  • Change tracking for all modifications
  • Compliance with platform security standards

Performance

SheetRocks is optimized for real-time performance:

  • Instant calculations - Optimized formula engine
  • Efficient syncing - Only transfer changed data
  • Client-side rendering - Responsive UI updates
  • Lazy loading - Load data as needed

Getting Started

Ready to start using SheetRocks? Check out these resources:

Support

Need help? We're here for you:

  • Email: tony@sheet.rocks
  • Documentation: Browse this documentation site
  • In-App Help: Click the help icon in SheetRocks

SheetRocks - Bringing the power of spreadsheets to modern cloud platforms.